Build a Table

engini’s tables serve as the central repository for consolidating all pertinent information and facilitating essential work processes while the table structure is adaptable to accommodate the specific requirements of each team or organization, it consists of fundamental components, which will be elaborated upon in the documentation create your table you can add one or more tables to the same workbook by clicking on ‘new table’ and changing the name of the table from ‘new table1’ for more details of workbooks https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview rviyltkb7dptoq5eufyiq create button click create if you are ready to create the table create columns to add column, simply click on the + sign in the far right of the table’s column section choose the column type you want from the dropdown menu you will be able to view various types of columns later in the guide name the column fill the rows with current data in order to do actions in a specific column, open an existing column menu in the right side of the column by clicking on the three dots (deferent field types may have other options) filters take your table customization up a notch with a filter this feature lets you show off specific info in your table, tailored to your display needs click on ‘filters’ to filter click on "new filter" press select and choose the column you want to filter use this section to define and apply filters in order to display only the relevant data field selector choose the field (column) you want to filter by condition selector select the condition or operator to apply to the chosen field value input enter or select the value that will be used for filtering based on the selected condition delete filter removes the current filter from the list new filter adds an additional filter so you can combine multiple conditions apply applies all defined filters and updates the displayed data accordingly date filter the date filter has various conditions and we specify them here is shows records that match a specific date exactly (e g , only items scheduled for december 25th) is not excludes a specific date it shows every record except for the one day you select is in the next this creates a rolling window for future dates you enter a specific number and choose the time unit, such as days, weeks, or months the filter automatically updates every day to show what is coming up relative to the current date is in the last this creates a rolling window for past dates it is used to track recently modified or completed items set a number and a unit to define how far back the filter should look from today is between filters for a fixed range you select a start date and an end date from the calendar to see all records within that specific timeframe is on or after shows records from a specific date forward this is often used to see everything starting from today is before shows records that occur before a chosen date this helps identify older entries or overdue tasks is empty filters for records where no date has been entered this is useful for finding items that still need to be scheduled is not empty filters for any record that contains a date this allows you to hide all unscheduled items sort the sort option allows you to organize the records in the table based on one or more fields this helps you view your data in a structured and meaningful order click on 'sort' to sort click at 'new sort' the filters panel allows you to refine and display specific records by defining conditions based on selected fields and values field selector choose the field (column) you want to sort by sort direction select the order of sorting (ascending or descending) to determine how the data will be arranged delete sort removes the current sorting rule from the list new sort adds an additional sorting rule so you can sort by multiple fields in a prioritized order apply applies all defined sorting rules and updates the displayed data accordingly comments you can add and edit comments on any row in your table to provide additional information, share feedback, or collaborate with teammates click on the comment icon a new window will pop up on the right side, click on “write a comment” text editor enter and format your message using the toolbar (font style, color, alignment, lists, and more) cancel closes the window without saving any changes add / upload allows you to attach or add additional content (such as files or elements) to the message(image) choose to sent / cancel the comment once you send the comment, the row will show that it has one comment you or your colleagues can then reply to it by clicking the “replay” button, and the number of comments will increase accordingly once you cancel the comment, it won’t appear and the comment count will remain unchanged when you click the three dots on the right, a window opens with three options reply opens a reply field to respond directly to the selected message edit allows you to modify the content of the message delete permanently removes the message from the conversation visibility enhance your data presentation by altering the view of the original table or creating an additional view we let you filter various column types, like status, labels, text, people, numbers, and more this approach gives you a new outlook on your data, leading to improved data readability and a better understanding of the most important info you need right now click on 'visibility' the columns visibility panel allows you to control which columns are shown or hidden in the table and customize their order in the current view shown in view displays all columns that are currently visible in the table view column list / reorder handle shows the visible columns and allows you to drag and reorder them to change their position in the table hide all hides all currently visible columns from the view visibility toggle (eye icon) allows you to hide or show a specific column in the view show all displays all hidden columns back in the view save to view saves the current column visibility settings to the selected view if not saved, the changes will not persist after refreshing the page settings the table settings menu allows you to manage and configure various aspects of the table you can access it by clicking the three dot menu in the top right corner of the table from this menu, you can perform the following actions rename change the name of the table switch to rtl adjust the table layout to a right to left orientation ltr (default) rtl copy link copy a direct link to the table for easy sharing when copying the link, a message should appear at the bottom indicating that the link has been copied duplicate create a copy of the table with the same structure and data the “table duplicated” message should appear at the bottom the user should be redirected directly to the duplicated table (a table with the same fields as the original, but without any records) move to folder move the table to a different folder within the workspace select the folder you want to move the table to (the current folder is marked with a checkmark, as shown in the image) after selecting a folder, the following message appears, and you need to confirm moving the table to the selected folder permissions manage access and define who can view or edit the table export export the table data for external use (supported in excel format only ) delete permanently remove the table after clicking delete, a confirmation message appears to verify the deletion of the table